Rothschild Company
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Rothschild Employees
Employee
Years
Job
Industry
Mitchell Shapiro Mitchell Shapiro's Rothschild Experience September 2015 - Present
Job Incoming Investment Banking Analyst at Rothschild
Industry Investment Management
Experience
Rothschild September 2015 - Present
Bank of America Merrill Lynch January 2015 - Present
Morgan Stanley February 2014 - Present
Relay for Life at the University of Michigan October 2013 - Present
GCM Grosvenor May 2014 - May 2014
National Retrofitting Group May 2013 - August 2013
MPowered Entrepreneurship October 2012 - May 2013
Ravinia Green Country Club June 2007 - August 2012
Skills
Comparable Analysis, Financial Modeling, Valuation, Microsoft Excel, Leadership, Research, Financial Analysis, Analysis, Asset Management, Portfolio Management, Bloomberg, Accounts Payable, Social Networking, PowerPoint, Public Speaking, Web Content Management, Energy Efficiency, Non-profit..., Product Development, Business Development, Facebook, Microsoft Word, Teamwork, Access, SPSS, Golf, Critical Thinking, Works well with a team, Social Media Marketing, Data Analysis, Sports
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Glenbrook North High School 2009 — 2012
Rothschild September 2015 - Present
Bank of America Merrill Lynch January 2015 - Present
Morgan Stanley February 2014 - Present
Relay for Life at the University of Michigan October 2013 - Present
GCM Grosvenor May 2014 - May 2014
National Retrofitting Group May 2013 - August 2013
MPowered Entrepreneurship October 2012 - May 2013
Ravinia Green Country Club June 2007 - August 2012
Skills
Comparable Analysis, Financial Modeling, Valuation, Microsoft Excel, Leadership, Research, Financial Analysis, Analysis, Asset Management, Portfolio Management, Bloomberg, Accounts Payable, Social Networking, PowerPoint, Public Speaking, Web Content Management, Energy Efficiency, Non-profit..., Product Development, Business Development, Facebook, Microsoft Word, Teamwork, Access, SPSS, Golf, Critical Thinking, Works well with a team, Social Media Marketing, Data Analysis, Sports
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Glenbrook North High School 2009 — 2012
Stephanie Burton Stephanie Burton's Rothschild Experience June 2006 - August 2006
Job Director. at SB Consulting
Industry Financial Services
Experience
SB Consulting February 2012 - Present
SEI July 2007 - February 2012
Rothschild June 2006 - August 2006
T-Mobile UK October 2005 - April 2006
Ernst & Young June 2005 - September 2005
McLagan July 2004 - September 2004
Bank of America July 2003 - July 2003
Skills
Project Management, Technology Solutions, Relationship Management, Vendor Relationships, PRINCE2, ITIL Certified, Release Management, User Acceptance Testing, Operations Management, Vendor Management, Financial Services, Business Process..., Wealth Management, Outsourcing, Pensions, Portfolio Management, Stakeholder Management, Retirement Planning, Bonds, Investment Management, Fixed Income, Fund Of Funds, Back Office, Business Relationship..., Mutual Funds, Banking, Financial Risk, Business Analysis, Derivatives, Wealth Management..., Asset Allocation, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Advisory, Financial Advisory, Global Custody, Asset Management, Fund Administration, Hedge Funds, Equities, Private Banking, Investments, Securities, Corporate Actions
Education
London School of Economics and Political Science
Bachelor of Science (BSc), Accounting and Finance
St Albans Girls School
Wheatfields
SB Consulting February 2012 - Present
SEI July 2007 - February 2012
Rothschild June 2006 - August 2006
T-Mobile UK October 2005 - April 2006
Ernst & Young June 2005 - September 2005
McLagan July 2004 - September 2004
Bank of America July 2003 - July 2003
Skills
Project Management, Technology Solutions, Relationship Management, Vendor Relationships, PRINCE2, ITIL Certified, Release Management, User Acceptance Testing, Operations Management, Vendor Management, Financial Services, Business Process..., Wealth Management, Outsourcing, Pensions, Portfolio Management, Stakeholder Management, Retirement Planning, Bonds, Investment Management, Fixed Income, Fund Of Funds, Back Office, Business Relationship..., Mutual Funds, Banking, Financial Risk, Business Analysis, Derivatives, Wealth Management..., Asset Allocation, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Advisory, Financial Advisory, Global Custody, Asset Management, Fund Administration, Hedge Funds, Equities, Private Banking, Investments, Securities, Corporate Actions
Education
London School of Economics and Political Science
Bachelor of Science (BSc), Accounting and Finance
St Albans Girls School
Wheatfields
Raphael Schweiger's Rothschild Experience January 2007 - March 2007
Job Vice President, Communications, Corporate Banking & Securities, Americas at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2015 - Present
Deutsche Bank 2014 - 2015
Deutsche Bank 2012 - 2014
Deutsche Bank 2009 - 2011
Morgan Stanley 2007 - 2008
Rothschild January 2007 - March 2007
Solon Management Consulting January 2006 - March 2006
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Business Strategy, Strategy, Corporate Development, Corporate Finance, Financial Modeling, LBO, Bloomberg, Strategic Financial..., Market Analysis, Financial Analysis, DCF, Market Research, Mergers, Briefing notes, Marketing Material..., Speech Writing, Equities, Strategic Communications
Education
Handelshochschule Leipzig 2005 — 2007
Dipl.-Kfm., Finance, Accounting, Strategic Management
University of Florida - Warrington College Of Business 2006 — 2006
Finance
Deutsche Bank 2015 - Present
Deutsche Bank 2014 - 2015
Deutsche Bank 2012 - 2014
Deutsche Bank 2009 - 2011
Morgan Stanley 2007 - 2008
Rothschild January 2007 - March 2007
Solon Management Consulting January 2006 - March 2006
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Business Strategy, Strategy, Corporate Development, Corporate Finance, Financial Modeling, LBO, Bloomberg, Strategic Financial..., Market Analysis, Financial Analysis, DCF, Market Research, Mergers, Briefing notes, Marketing Material..., Speech Writing, Equities, Strategic Communications
Education
Handelshochschule Leipzig 2005 — 2007
Dipl.-Kfm., Finance, Accounting, Strategic Management
University of Florida - Warrington College Of Business 2006 — 2006
Finance
Shea Kutner Shea Kutner's Rothschild Experience July 2015 - Present
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild July 2015 - Present
Headwaters MB October 2014 - May 2015
Goldman Sachs May 2014 - August 2014
GHP Horwath, P.C. June 2013 - January 2014
Sigma Pi Fraternity - Zeta Delta Chapter November 2011 - December 2012
Westwood College May 2012 - August 2012
Glenmoor Country Club May 2011 - August 2011
Skills
Finance, Financial Modeling, Microsoft Excel, Economics, Investments, Accounting, Financial Analysis, Geography, Litigation Support, Financial Regulation, Compliance, Investment Banking, Teamwork, PowerPoint, Research, Valuation, Microsoft Word, Microsoft Office
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance; Minor in Economics
Vrije Universiteit Brussel 2013 — 2013
International Finance; International Business Relations
Cherry Creek High School 2006 — 2010
Rothschild July 2015 - Present
Headwaters MB October 2014 - May 2015
Goldman Sachs May 2014 - August 2014
GHP Horwath, P.C. June 2013 - January 2014
Sigma Pi Fraternity - Zeta Delta Chapter November 2011 - December 2012
Westwood College May 2012 - August 2012
Glenmoor Country Club May 2011 - August 2011
Skills
Finance, Financial Modeling, Microsoft Excel, Economics, Investments, Accounting, Financial Analysis, Geography, Litigation Support, Financial Regulation, Compliance, Investment Banking, Teamwork, PowerPoint, Research, Valuation, Microsoft Word, Microsoft Office
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance; Minor in Economics
Vrije Universiteit Brussel 2013 — 2013
International Finance; International Business Relations
Cherry Creek High School 2006 — 2010
Gary Crocker Gary Crocker's Rothschild Experience 1998 - 1999
Job Network Engineering Manager at Harris Teeter
Industry Information Technology and Services
Experience
Harris Teeter August 2015 - Present
Belk March 2014 - August 2015
Belk May 2013 - March 2014
SPX Corporation October 2012 - May 2013
Belk November 2010 - October 2012
Barloworld May 1999 - October 2010
Rothschild 1998 - 1999
Smith Barney Europe 1995 - 1998
Skills
Disaster Recovery, Active Directory, VMware, Business Analysis, SharePoint, Windows Server, Virtualization, Security, Information Technology, ITIL, Network Security, Project Management, Network Administration, Vendor Management, Process Improvement, IT Management, Data Center, Information Security, Integration, IT Operations, Networking, Servers, IT Service Management, Outsourcing, Management, Project Planning, IT Strategy, Program Management, Leadership, Cloud Computing, Infrastructure, Business Intelligence, Business Continuity, System Administration, SDLC, Enterprise Architecture, Visio, Governance, System Deployment, Business Process, Enterprise Software, Project Portfolio..., Microsoft Technologies, Solution Architecture, Service Delivery, CRM, Business Development, Cisco Technologies
Education
University of Liverpool
MSc in IT
Harris Teeter August 2015 - Present
Belk March 2014 - August 2015
Belk May 2013 - March 2014
SPX Corporation October 2012 - May 2013
Belk November 2010 - October 2012
Barloworld May 1999 - October 2010
Rothschild 1998 - 1999
Smith Barney Europe 1995 - 1998
Skills
Disaster Recovery, Active Directory, VMware, Business Analysis, SharePoint, Windows Server, Virtualization, Security, Information Technology, ITIL, Network Security, Project Management, Network Administration, Vendor Management, Process Improvement, IT Management, Data Center, Information Security, Integration, IT Operations, Networking, Servers, IT Service Management, Outsourcing, Management, Project Planning, IT Strategy, Program Management, Leadership, Cloud Computing, Infrastructure, Business Intelligence, Business Continuity, System Administration, SDLC, Enterprise Architecture, Visio, Governance, System Deployment, Business Process, Enterprise Software, Project Portfolio..., Microsoft Technologies, Solution Architecture, Service Delivery, CRM, Business Development, Cisco Technologies
Education
University of Liverpool
MSc in IT
Michael Henkels's Rothschild Experience July 2014 - Present
Job Student at University of Michigan Stephen M. Ross School of Business
Industry Investment Banking
Experience
Rothschild July 2014 - Present
Moelis & Company June 2013 - August 2013
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Time Management, Investments, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Rothschild July 2014 - Present
Moelis & Company June 2013 - August 2013
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Time Management, Investments, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Charles Spencer's Rothschild Experience August 2009 - Present
Job Associate at Rothschild
Industry Investment Banking
Experience
Rothschild August 2009 - Present
Education
University of Oxford 2006 — 2009
Economics and Management
Rothschild August 2009 - Present
Education
University of Oxford 2006 — 2009
Economics and Management
Aaron Stoppelmann's Rothschild Experience July 2014 - Present
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild July 2014 - Present
University of Michigan Ross School of Business August 2013 - April 2014
Mizuho Bank May 2013 - August 2013
Zeta Beta Tau -Eta Chapter August 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, PowerPoint, Research, Valuation, Finance, Capital Markets, Equities, Bloomberg, Capital IQ, Microsoft Excel, Organization, Mergers & Acquisitions, FactSet
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance & Accounting
Scarsdale High School 2006 — 2010
Rothschild July 2014 - Present
University of Michigan Ross School of Business August 2013 - April 2014
Mizuho Bank May 2013 - August 2013
Zeta Beta Tau -Eta Chapter August 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, PowerPoint, Research, Valuation, Finance, Capital Markets, Equities, Bloomberg, Capital IQ, Microsoft Excel, Organization, Mergers & Acquisitions, FactSet
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance & Accounting
Scarsdale High School 2006 — 2010
Ruoying Wang Ruoying Wang's Rothschild Experience July 2010 - September 2010
Job Economics PhD program at The University of British Columbia
Industry Financial Services
Experience
The University of British Columbia July 2011 - Present
Rothschild July 2010 - September 2010
Education
Tsinghua University 2007 — 2011
Bachelor, Economics and Finance
The University of British Columbia July 2011 - Present
Rothschild July 2010 - September 2010
Education
Tsinghua University 2007 — 2011
Bachelor, Economics and Finance
Ivan Lamont Ivan Lamont's Rothschild Experience 1992 - 1994
Job Chief Technology Officer at GoCar
Industry Financial Services
Experience
BTIG March 2007 - Present
GoCar April 2004 - Present
Advent Software November 2004 - March 2007
Conifer Securities December 2000 - March 2003
BancBoston Robertson Stephens 1998 - 2000
A3 Solutions 1996 - 1998
Visa 1994 - 1996
JRIA 1992 - 1994
Rothschild 1992 - 1994
J Rothschild 1992 - 1994
Skills
.NET, Microsoft SQL Server, C#, Software Development, Integration, Agile Methodologies, Database Design, Databases, Mobile Applications, SQL, XML, Web Services, T-SQL, Windows, SOA, Business Analysis, Web Applications, Visual Basic, Analysis, SSRS, Series 63, SSIS, VB.NET, Architecture, IIS, Enterprise Architecture, Series 7, SDLC, Software Project..., .NET Compact Framework, C++, Programming, Disaster Recovery, Architectures, SQL Server, GPS, Geneva, Commercial Pilot, series 55, Android Development, JavaSE, JavaScript, Core Java, ASP.NET MVC, Ruby, Speech Recognition, SQLite, Amazon Web Services...
Education
Trinity College Dublin 1986 — 1991
BSc, Computer Science
The High School 1980 — 1986
BTIG March 2007 - Present
GoCar April 2004 - Present
Advent Software November 2004 - March 2007
Conifer Securities December 2000 - March 2003
BancBoston Robertson Stephens 1998 - 2000
A3 Solutions 1996 - 1998
Visa 1994 - 1996
JRIA 1992 - 1994
Rothschild 1992 - 1994
J Rothschild 1992 - 1994
Skills
.NET, Microsoft SQL Server, C#, Software Development, Integration, Agile Methodologies, Database Design, Databases, Mobile Applications, SQL, XML, Web Services, T-SQL, Windows, SOA, Business Analysis, Web Applications, Visual Basic, Analysis, SSRS, Series 63, SSIS, VB.NET, Architecture, IIS, Enterprise Architecture, Series 7, SDLC, Software Project..., .NET Compact Framework, C++, Programming, Disaster Recovery, Architectures, SQL Server, GPS, Geneva, Commercial Pilot, series 55, Android Development, JavaSE, JavaScript, Core Java, ASP.NET MVC, Ruby, Speech Recognition, SQLite, Amazon Web Services...
Education
Trinity College Dublin 1986 — 1991
BSc, Computer Science
The High School 1980 — 1986
Greg Tito Greg Tito's Rothschild Experience January 2007 - October 2009
Job Communications Manager at Wizards of the Coast
Industry Writing and Editing
Experience
Wizards of the Coast February 2015 - Present
Defy Media September 2013 - January 2015
Alloy Digital February 2013 - September 2013
The Escapist April 2012 - January 2013
The Escapist November 2009 - April 2012
Autarch April 2011 - September 2011
Deadline Productions June 2008 - June 2011
Rothschild January 2007 - October 2009
Goodman Games 2008 - 2008
Debate Society 2006 - 2007
Skills
Writing, Editing, Video Editing, Entertainment, Video, Publishing, Video Games, Creative Writing, Copy Editing, Copywriting, Blogging, Journalism, Social Media, Web Content, Film Production, Content Strategy, Proofreading, Voice Over, Publications, Public Relations, Editorial
Education
The University of Connecticut 1996 — 2000
BA, English
East Lyme 1993 — 1996
Wizards of the Coast February 2015 - Present
Defy Media September 2013 - January 2015
Alloy Digital February 2013 - September 2013
The Escapist April 2012 - January 2013
The Escapist November 2009 - April 2012
Autarch April 2011 - September 2011
Deadline Productions June 2008 - June 2011
Rothschild January 2007 - October 2009
Goodman Games 2008 - 2008
Debate Society 2006 - 2007
Skills
Writing, Editing, Video Editing, Entertainment, Video, Publishing, Video Games, Creative Writing, Copy Editing, Copywriting, Blogging, Journalism, Social Media, Web Content, Film Production, Content Strategy, Proofreading, Voice Over, Publications, Public Relations, Editorial
Education
The University of Connecticut 1996 — 2000
BA, English
East Lyme 1993 — 1996
Kate Lynch Kate Lynch's Rothschild Experience August 2015 - Present
Job Administrative Assistant at Rothschild
Industry Investment Banking
Experience
Rothschild August 2015 - Present
Centerview Partners December 2014 - August 2015
The Syndicate August 2013 - November 2014
Butler Pappas May 2011 - July 2013
Quintairos, Prieto, Wood, and Boyer PA September 2008 - December 2010
Skills
Recruiting, Hiring, Data Entry, Outlook, Microsoft Word, PowerPoint, Marketing, Music Industry, Entertainment, Entertainment Industry, Radio Promotions, Social Media
Education
University of South Florida 2008 — 2011
Bachelor of Applied Science (BASc), Elementary Education and Teaching
Rothschild August 2015 - Present
Centerview Partners December 2014 - August 2015
The Syndicate August 2013 - November 2014
Butler Pappas May 2011 - July 2013
Quintairos, Prieto, Wood, and Boyer PA September 2008 - December 2010
Skills
Recruiting, Hiring, Data Entry, Outlook, Microsoft Word, PowerPoint, Marketing, Music Industry, Entertainment, Entertainment Industry, Radio Promotions, Social Media
Education
University of South Florida 2008 — 2011
Bachelor of Applied Science (BASc), Elementary Education and Teaching
Bilal Bazzy's Rothschild Experience July 2013 - July 2015
Job Associate at Basin Holdings
Industry Venture Capital & Private Equity
Experience
Basin Holdings August 2015 - Present
Rothschild July 2013 - July 2015
Evercore Partners June 2012 - August 2012
Education
University of Michigan
B.S., Mathematics
Basin Holdings August 2015 - Present
Rothschild July 2013 - July 2015
Evercore Partners June 2012 - August 2012
Education
University of Michigan
B.S., Mathematics
Joseph Denham Joseph Denham's Rothschild Experience October 2012 - Present
Job Vice President Restructuring at Rothschild
Industry Investment Banking
Experience
Rothschild October 2012 - Present
Rothschild September 2010 - October 2012
Ernst & Young August 2006 - September 2010
Royal Bank of Scotland August 2003 - August 2005
Skills
Restructuring, Qualified Chartered..., Financial Modeling, LBO, M&A experience, M&A Modeling, M&A execution, Real Estate Transactions, Real Estate Private..., Corporate Real Estate, Auditing, Data Analysis, Leisure Industry, Microsoft Excel, IFRS, UK GAAP, PowerPoint, Gaming Industry, Lodging, Debt Restructuring, Equity Capital Markets, Argus Modeling, Distressed Debt, Distressed M&A, Oil & Gas Industry, Corporate Finance, Chapter 11
Education
Edinburgh University 2002 — 2006
Master of Arts (M.A.), Economics, 1st-class honours
Wilsons School
Rothschild October 2012 - Present
Rothschild September 2010 - October 2012
Ernst & Young August 2006 - September 2010
Royal Bank of Scotland August 2003 - August 2005
Skills
Restructuring, Qualified Chartered..., Financial Modeling, LBO, M&A experience, M&A Modeling, M&A execution, Real Estate Transactions, Real Estate Private..., Corporate Real Estate, Auditing, Data Analysis, Leisure Industry, Microsoft Excel, IFRS, UK GAAP, PowerPoint, Gaming Industry, Lodging, Debt Restructuring, Equity Capital Markets, Argus Modeling, Distressed Debt, Distressed M&A, Oil & Gas Industry, Corporate Finance, Chapter 11
Education
Edinburgh University 2002 — 2006
Master of Arts (M.A.), Economics, 1st-class honours
Wilsons School
Jonathan Wober Jonathan Wober's Rothschild Experience 2005 - Present
Job Director, Mergers and Acquisitions at Rothschild
Industry Investment Banking
Experience
Rothschild 2005 - Present
Skills
Investment Banking, M&A experience
Education
The University of Birmingham 2002 — 2005
Economics
Rothschild 2005 - Present
Skills
Investment Banking, M&A experience
Education
The University of Birmingham 2002 — 2005
Economics
Edward Harding's Rothschild Experience 2009 - 2009
Job MBA Candidate at the Tuck School of Business at Dartmouth
Industry Management Consulting
Experience
Microsoft June 2015 - August 2015
Oliver Wyman December 2013 - July 2014
Oliver Wyman January 2013 - November 2013
Oliver Wyman September 2011 - December 2012
Ocean Strategy September 2010 - June 2011
Rothschild 2009 - 2009
KPMG September 2006 - April 2007
Skills
Management Consulting, Investment Banking, Financial Modeling, Financial Services, Capital Markets, Risk Management, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
University of Oxford 2007 — 2010
Bachelor's Degree, Philosophy & Theology, First Class Honours
Microsoft June 2015 - August 2015
Oliver Wyman December 2013 - July 2014
Oliver Wyman January 2013 - November 2013
Oliver Wyman September 2011 - December 2012
Ocean Strategy September 2010 - June 2011
Rothschild 2009 - 2009
KPMG September 2006 - April 2007
Skills
Management Consulting, Investment Banking, Financial Modeling, Financial Services, Capital Markets, Risk Management, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
University of Oxford 2007 — 2010
Bachelor's Degree, Philosophy & Theology, First Class Honours
Jiayuan Owen Ye Jiayuan Owen Ye's Rothschild Experience July 2015 - August 2015
Job Student at University of Illinois at UrbanaChampaign
Industry Accounting
Experience
Rothschild July 2015 - August 2015
SWS Research June 2015 - July 2015
Deloitte China July 2014 - August 2014
China Great Wall Asset Management Corporation Shanghai Office June 2014 - July 2014
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accounting
Rothschild July 2015 - August 2015
SWS Research June 2015 - July 2015
Deloitte China July 2014 - August 2014
China Great Wall Asset Management Corporation Shanghai Office June 2014 - July 2014
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accounting
Callum Beveridge Callum Beveridge's Rothschild Experience January 1997 - December 2006
Job Senior Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal January 2011 - Present
The Bowra Group March 2009 - January 2011
Navigator Corporate Finance Limited January 2008 - March 2009
Rothschild January 1997 - December 2006
KPMG Corporate Finance June 1995 - December 1996
KPMG April 1992 - May 1995
KPMG September 1985 - March 1992
Skills
Fundraising, Mergers, Corporate Finance, Financial Modeling, Debt Restructuring, Valuation, Strategy, Mergers & Acquisitions, Due Diligence, Restructuring, Business Planning, Investment Banking, Finance, Business Valuation, Project Planning, Acquisitions, Corporate Development, M&A experience, LBO, Equities, Private Equity, Divestitures
Education
University of Aberdeen 1981 — 1985
Master of Arts (M.A.) Hons, Economics
Dingwall Academy
Alvarez & Marsal January 2011 - Present
The Bowra Group March 2009 - January 2011
Navigator Corporate Finance Limited January 2008 - March 2009
Rothschild January 1997 - December 2006
KPMG Corporate Finance June 1995 - December 1996
KPMG April 1992 - May 1995
KPMG September 1985 - March 1992
Skills
Fundraising, Mergers, Corporate Finance, Financial Modeling, Debt Restructuring, Valuation, Strategy, Mergers & Acquisitions, Due Diligence, Restructuring, Business Planning, Investment Banking, Finance, Business Valuation, Project Planning, Acquisitions, Corporate Development, M&A experience, LBO, Equities, Private Equity, Divestitures
Education
University of Aberdeen 1981 — 1985
Master of Arts (M.A.) Hons, Economics
Dingwall Academy
Chandler Rough Chandler Rough's Rothschild Experience June 2011 - February 2013
Job Associate at BlackRock
Industry Banking
Experience
BlackRock February 2013 - Present
Rothschild June 2011 - February 2013
JP Morgan Chase May 2010 - August 2010
UK Government May 2009 - August 2009
Scheef & Stone, LLP May 2008 - August 2008
Skills
Due Diligence, Valuation, Corporate Finance, Financial Modeling, Legal Writing, Economics, Mergers, Financial Analysis, Investments, Private Equity, Asset Managment, Finance, Bloomberg, Data Analysis, Investment Banking, Strategy, Spanish, Analysis, Capital Markets, Research
Education
University of Michigan 2007 — 2011
Public Policy, Healthcare economics
Greenhill School 2003 — 2007
BlackRock February 2013 - Present
Rothschild June 2011 - February 2013
JP Morgan Chase May 2010 - August 2010
UK Government May 2009 - August 2009
Scheef & Stone, LLP May 2008 - August 2008
Skills
Due Diligence, Valuation, Corporate Finance, Financial Modeling, Legal Writing, Economics, Mergers, Financial Analysis, Investments, Private Equity, Asset Managment, Finance, Bloomberg, Data Analysis, Investment Banking, Strategy, Spanish, Analysis, Capital Markets, Research
Education
University of Michigan 2007 — 2011
Public Policy, Healthcare economics
Greenhill School 2003 — 2007
Lubos Dudas Lubos Dudas's Rothschild Experience September 2009 - November 2009
Job Calypso Business Analyst
Industry Capital Markets
Experience
s IT Solutions September 2014 - Present
Capco June 2012 - August 2014
Accenture January 2011 - June 2012
Rothschild September 2009 - November 2009
IKB Deutsche Industriebank August 2008 - October 2008
Sparkasse Bremerhaven July 2006 - September 2006
Skills
Investment Banking, Business Analysis, Calypso, OTC Clearing: Calypso, Basel II, Options, Collateral Management:..., CCP: Calypso, Basel III, Test Management, Financial Accounting, Retail Banking, Payments, Corporate Finance, Liquidity Management:..., Dodd-Frank, Murex, Excel models, Business Case Modelling, Reference Data, LEI, SEPA, Derivatives, FX Options, Capital Markets, COLLINE, Trading, Settlement, Collateral Management, Finance, Back Office
Education
Universität zu Köln 2007 — 2010
Diplom, Business Administration, 2,1
University of Economic in Bratislava 2004 — 2007
Business Administration
s IT Solutions September 2014 - Present
Capco June 2012 - August 2014
Accenture January 2011 - June 2012
Rothschild September 2009 - November 2009
IKB Deutsche Industriebank August 2008 - October 2008
Sparkasse Bremerhaven July 2006 - September 2006
Skills
Investment Banking, Business Analysis, Calypso, OTC Clearing: Calypso, Basel II, Options, Collateral Management:..., CCP: Calypso, Basel III, Test Management, Financial Accounting, Retail Banking, Payments, Corporate Finance, Liquidity Management:..., Dodd-Frank, Murex, Excel models, Business Case Modelling, Reference Data, LEI, SEPA, Derivatives, FX Options, Capital Markets, COLLINE, Trading, Settlement, Collateral Management, Finance, Back Office
Education
Universität zu Köln 2007 — 2010
Diplom, Business Administration, 2,1
University of Economic in Bratislava 2004 — 2007
Business Administration
Matthew Hickman Matthew Hickman's Rothschild Experience September 1998 - August 2000
Job Senior Analyst at American Century Investments
Industry Financial Services
Experience
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
Abbas Jinnah's Rothschild Experience June 2012 - August 2012
Job Financial Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil July 2013 - Present
Rothschild June 2012 - August 2012
Microsoft March 2012 - April 2012
AIG July 2008 - August 2011
AIG October 2006 - June 2008
Skills
Valuation, Actuarial Science, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Investment Banking, Quantitative Analytics, Financial Modeling, VBA, Corporate Finance, Financial Risk, Finance, Risk Management, Data Analysis, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance, Accounting, & Management
University of Houston 2002 — 2006
BS, Mathematics
ExxonMobil July 2013 - Present
Rothschild June 2012 - August 2012
Microsoft March 2012 - April 2012
AIG July 2008 - August 2011
AIG October 2006 - June 2008
Skills
Valuation, Actuarial Science, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Investment Banking, Quantitative Analytics, Financial Modeling, VBA, Corporate Finance, Financial Risk, Finance, Risk Management, Data Analysis, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance, Accounting, & Management
University of Houston 2002 — 2006
BS, Mathematics
Roberson Oliveira Roberson Oliveira's Rothschild Experience July 2015 - Present
Job Associate at Rothschild
Industry Investment Banking
Experience
Rothschild July 2015 - Present
Darden School of Business August 2013 - May 2015
Rothschild June 2014 - August 2014
AES Brasil January 2012 - August 2013
AES June 2011 - December 2011
AES Brasil January 2010 - August 2011
Skills
Financial Modeling, Energy, Firm Valuation, Financial Forecasting, Balanced Scorecard, M&A experience, Project Coordination, Strategic Financial..., Valuation, Strategy, Analysis, Budgets, Finance, Financial Analysis, Banking, Corporate Finance, Management, Strategic Planning, Project Finance, Business Strategy, Forecasting, SAP, Leadership, Mergers & Acquisitions, Management Consulting, Managerial Finance, Negotiation, Portfolio Management, Investments, Financial Reporting, Risk Management, Due Diligence, Economics, Internal Controls, Sarbanes-Oxley Act, Business Planning, Restructuring, Entrepreneurship, Treasury, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
MBA Candidate - Class of 2015, Finance, General
Universidade Estadual de Campinas 2003 — 2009
Ba, Economics
Grafton College of Management And Science 2008 — 2009
Cultural and Business English
Rothschild July 2015 - Present
Darden School of Business August 2013 - May 2015
Rothschild June 2014 - August 2014
AES Brasil January 2012 - August 2013
AES June 2011 - December 2011
AES Brasil January 2010 - August 2011
Skills
Financial Modeling, Energy, Firm Valuation, Financial Forecasting, Balanced Scorecard, M&A experience, Project Coordination, Strategic Financial..., Valuation, Strategy, Analysis, Budgets, Finance, Financial Analysis, Banking, Corporate Finance, Management, Strategic Planning, Project Finance, Business Strategy, Forecasting, SAP, Leadership, Mergers & Acquisitions, Management Consulting, Managerial Finance, Negotiation, Portfolio Management, Investments, Financial Reporting, Risk Management, Due Diligence, Economics, Internal Controls, Sarbanes-Oxley Act, Business Planning, Restructuring, Entrepreneurship, Treasury, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
MBA Candidate - Class of 2015, Finance, General
Universidade Estadual de Campinas 2003 — 2009
Ba, Economics
Grafton College of Management And Science 2008 — 2009
Cultural and Business English
Akash Nandi Akash Nandi's Rothschild Experience July 2013 - June 2015
Job Content Planning & Analysis at Netflix
Industry Online Media
Experience
Netflix July 2015 - Present
Rothschild July 2013 - June 2015
A Second Chance September 2006 - August 2013
VGI Partners April 2012 - August 2012
Methuselah Advisors June 2011 - August 2011
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling, Business Strategy, Valuation, Restructuring, Due Diligence, Excel, PowerPoint, Word, VBA, Bloomberg, Capital IQ, ThomsonOne, FactSet
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Finance and International Business
The University of Hong Kong 2011 — 2011
Bachelor of Science, Faculty of Business and Economics
Netflix July 2015 - Present
Rothschild July 2013 - June 2015
A Second Chance September 2006 - August 2013
VGI Partners April 2012 - August 2012
Methuselah Advisors June 2011 - August 2011
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling, Business Strategy, Valuation, Restructuring, Due Diligence, Excel, PowerPoint, Word, VBA, Bloomberg, Capital IQ, ThomsonOne, FactSet
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Finance and International Business
The University of Hong Kong 2011 — 2011
Bachelor of Science, Faculty of Business and Economics
Jinwei Pu Jinwei Pu's Rothschild Experience July 2012 - September 2012
Job Analyst at Blackmore Partners
Industry Financial Services
Experience
Blackmore Partners Inc March 2015 - June 2015
Deloitte June 2014 - August 2014
Rothschild July 2012 - September 2012
HSBC July 2011 - September 2011
Skills
Microsoft Excel, VBA, Bloomberg Terminal, Corporate Finance, Financial Accounting, Valuation, Financial Modeling, Mergers & Acquisitions, Eviews, Trading, Finance, Risk Management, Bloomberg, Commodity, Capital Markets, Financial Analysis, Microsoft Office
Education
State University of New York at Buffalo 2013 — 2015
Master's degree, Finance
Wuhan University 2009 — 2013
Bachelor's Degree, BA Finance
Blackmore Partners Inc March 2015 - June 2015
Deloitte June 2014 - August 2014
Rothschild July 2012 - September 2012
HSBC July 2011 - September 2011
Skills
Microsoft Excel, VBA, Bloomberg Terminal, Corporate Finance, Financial Accounting, Valuation, Financial Modeling, Mergers & Acquisitions, Eviews, Trading, Finance, Risk Management, Bloomberg, Commodity, Capital Markets, Financial Analysis, Microsoft Office
Education
State University of New York at Buffalo 2013 — 2015
Master's degree, Finance
Wuhan University 2009 — 2013
Bachelor's Degree, BA Finance
Robert Berger Robert Berger's Rothschild Experience September 2011 - Present
Job Director at Rothschild
Industry Investment Banking
Experience
Rothschild September 2011 - Present
Iron Hills Advisors May 2009 - October 2011
Lazard September 1999 - April 2009
Stern Stewart & Co 1996 - 1999
Skills
Venture Capital, Private Equity, Investment Banking, Equity Capital Markets, Capital Markets Advisory, IPO, Follow-on Offerings, Secondary Offerings, Monetization, Mergers, Valuation, Private Placements, Capital Markets, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Hedge Funds, Deal Sourcing, Equity Research, Equities, Due Diligence
Education
The Wharton School, University of Pennsylvania 1992 — 1996
BS in Economics, Finance
Randolph High School 1988 — 1992
Rothschild September 2011 - Present
Iron Hills Advisors May 2009 - October 2011
Lazard September 1999 - April 2009
Stern Stewart & Co 1996 - 1999
Skills
Venture Capital, Private Equity, Investment Banking, Equity Capital Markets, Capital Markets Advisory, IPO, Follow-on Offerings, Secondary Offerings, Monetization, Mergers, Valuation, Private Placements, Capital Markets, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Hedge Funds, Deal Sourcing, Equity Research, Equities, Due Diligence
Education
The Wharton School, University of Pennsylvania 1992 — 1996
BS in Economics, Finance
Randolph High School 1988 — 1992
Matthew Lindland Matthew Lindland's Rothschild Experience 1992 - 1992
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 1999 - Present
Guggenheim Capital LLC 1999 - Present
Amerin Guaranty Corp. 1993 - 1999
Rothschild 1992 - 1992
Kidder Peabody 1982 - 1991
Drexel Burnham Lambert 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Structured Finance, Portfolio Management, ABS, Asset Management, Bonds, Investment Banking, Derivatives, Asset Managment, Structured Products, Equities, Financial Modeling, Investments, MBS, High Yield, Securitization, Private Equity
Education
University of Michigan 1981 — 1985
BS, Comp Sci / Philosophy
Guggenheim Partners April 1999 - Present
Guggenheim Capital LLC 1999 - Present
Amerin Guaranty Corp. 1993 - 1999
Rothschild 1992 - 1992
Kidder Peabody 1982 - 1991
Drexel Burnham Lambert 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Structured Finance, Portfolio Management, ABS, Asset Management, Bonds, Investment Banking, Derivatives, Asset Managment, Structured Products, Equities, Financial Modeling, Investments, MBS, High Yield, Securitization, Private Equity
Education
University of Michigan 1981 — 1985
BS, Comp Sci / Philosophy
Patrick Curtis's Rothschild Experience June 2002 - June 2004
Job Chief Monkey & Founder at WallStreetOasis.com, Co Founder at AmmoAudio.com
Industry Internet
Experience
AmmoAudio.com December 2014 - Present
jdOasis.com January 2011 - Present
Wall Street Oasis May 2005 - Present
Tailwind Capital May 2005 - June 2008
Rothschild June 2002 - June 2004
Skills
Investment Banking, Private Equity, Restructuring, Entrepreneurship, Sponsorship Sales, SEO, SEM, Sales Management, Sales, Salesforce.com, Recruiting, Finance, Corporate Finance, Corporate Development, Mergers, Internet Entrepreneur, Start-ups, Start-up Consulting, Online Advertising, Mergers & Acquisitions, Valuation, Social Media Marketing, Networking, Digital Marketing, Financial Analysis, Investments, Marketing Strategy, Economics, Venture Capital, Leadership, Financial Modeling, LBO, Strategy, Hedge Funds, Management, Equity Research, Bloomberg, Business Strategy, Capital Markets, Emerging Markets, Asset Management, Due Diligence, Investor Relations, M&A experience, Portfolio Management, Trading, Private Placements, Leveraged Finance, Strategic Consulting, Contract Negotiation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management
Williams College 1998 — 2002
BA, Honors in Economics
Phillips Academy 1994 — 1998
AmmoAudio.com December 2014 - Present
jdOasis.com January 2011 - Present
Wall Street Oasis May 2005 - Present
Tailwind Capital May 2005 - June 2008
Rothschild June 2002 - June 2004
Skills
Investment Banking, Private Equity, Restructuring, Entrepreneurship, Sponsorship Sales, SEO, SEM, Sales Management, Sales, Salesforce.com, Recruiting, Finance, Corporate Finance, Corporate Development, Mergers, Internet Entrepreneur, Start-ups, Start-up Consulting, Online Advertising, Mergers & Acquisitions, Valuation, Social Media Marketing, Networking, Digital Marketing, Financial Analysis, Investments, Marketing Strategy, Economics, Venture Capital, Leadership, Financial Modeling, LBO, Strategy, Hedge Funds, Management, Equity Research, Bloomberg, Business Strategy, Capital Markets, Emerging Markets, Asset Management, Due Diligence, Investor Relations, M&A experience, Portfolio Management, Trading, Private Placements, Leveraged Finance, Strategic Consulting, Contract Negotiation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management
Williams College 1998 — 2002
BA, Honors in Economics
Phillips Academy 1994 — 1998
Samantha Ellis Samantha Ellis's Rothschild Experience July 2015 - Present
Job Investment Banking Analyst at Rothschild
Industry
Experience
Rothschild July 2015 - Present
Mufson Howe Hunter & Company August 2014 - August 2014
General Motors-Advanced Technical Center Israel May 2014 - June 2014
Clark Construction May 2013 - August 2013
The Wharton School May 2012 - May 2013
Mann Center for the Performing Arts June 2010 - August 2012
ATD American Co. June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Data Analysis, Project Management, Leadership
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Electrical Engineering
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Economics
Rothschild July 2015 - Present
Mufson Howe Hunter & Company August 2014 - August 2014
General Motors-Advanced Technical Center Israel May 2014 - June 2014
Clark Construction May 2013 - August 2013
The Wharton School May 2012 - May 2013
Mann Center for the Performing Arts June 2010 - August 2012
ATD American Co. June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Data Analysis, Project Management, Leadership
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Electrical Engineering
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Economics
Aalek Mehta's Rothschild Experience May 2010 - April 2011
Job Harvard Business School
Industry Luxury Goods & Jewelry
Experience
Eurostar Diamond Traders January 2010 - August 2014
Rothschild May 2010 - April 2011
Rothschild June 2009 - August 2009
SAC Capital May 2008 - August 2008
Eurostar Diamond Traders July 2007 - August 2007
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Emerging Markets, Private Equity, Bloomberg, LBO, Financial Analysis, Hedge Funds, Investments, Capital Markets, Equities, Mergers, Business Strategy, Mergers & Acquisitions, M&A experience, Due Diligence, Finance
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science, Economics
Eurostar Diamond Traders January 2010 - August 2014
Rothschild May 2010 - April 2011
Rothschild June 2009 - August 2009
SAC Capital May 2008 - August 2008
Eurostar Diamond Traders July 2007 - August 2007
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Emerging Markets, Private Equity, Bloomberg, LBO, Financial Analysis, Hedge Funds, Investments, Capital Markets, Equities, Mergers, Business Strategy, Mergers & Acquisitions, M&A experience, Due Diligence, Finance
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science, Economics
Edward Song Edward Song's Rothschild Experience July 2012 - July 2014
Job Private Equity Associate at The Gores Group
Industry Venture Capital & Private Equity
Experience
The Gores Group August 2014 - Present
Rothschild July 2012 - July 2014
JPMorgan Chase July 2011 - August 2011
Daiwa Capital Markets Hong Kong Limited July 2010 - August 2010
TCF Bank November 2007 - May 2010
Beijing PharmaSciences July 2007 - August 2007
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Valuation, Due Diligence, Market Research, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
The Gores Group August 2014 - Present
Rothschild July 2012 - July 2014
JPMorgan Chase July 2011 - August 2011
Daiwa Capital Markets Hong Kong Limited July 2010 - August 2010
TCF Bank November 2007 - May 2010
Beijing PharmaSciences July 2007 - August 2007
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Valuation, Due Diligence, Market Research, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
David Friedman David Friedman's Rothschild Experience July 2015 - Present
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild July 2015 - Present
Rothschild June 2014 - August 2014
Marks Paneth & Shron LLP June 2013 - August 2013
EY May 2013 - May 2013
Shore Capital Partners June 2012 - August 2012
Camp Walden June 2010 - July 2010
Skills
PowerPoint, Private Equity, Management, Financial Analysis, Financial Modeling, Due Diligence, Strategy, Investments, Valuation, Mergers & Acquisitions, Economics, Microsoft Excel, Research, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
University of Michigan
Liberal Arts and Sciences/Liberal Studies
Rothschild July 2015 - Present
Rothschild June 2014 - August 2014
Marks Paneth & Shron LLP June 2013 - August 2013
EY May 2013 - May 2013
Shore Capital Partners June 2012 - August 2012
Camp Walden June 2010 - July 2010
Skills
PowerPoint, Private Equity, Management, Financial Analysis, Financial Modeling, Due Diligence, Strategy, Investments, Valuation, Mergers & Acquisitions, Economics, Microsoft Excel, Research, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
University of Michigan
Liberal Arts and Sciences/Liberal Studies
Christopher Esemplare Jr.'s Rothschild Experience July 2015 - Present
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild July 2015 - Present
Green Bull Investment Group June 2013 - May 2015
Tulane Endowment Fund April 2014 - August 2014
Sigma Phi Epsilon January 2014 - May 2014
Burkenroad Reports November 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Three Court, LP June 2012 - August 2012
Skills
Investments, Portfolio Management, Finance, Financial Modeling, Equity Research, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Economics, Corporate Finance, Data Analysis, Banking, People Skills, Captain of High School...
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance and Business Law, 3.62 GPA
Ridgefield High School 2008 — 2011
Rothschild July 2015 - Present
Green Bull Investment Group June 2013 - May 2015
Tulane Endowment Fund April 2014 - August 2014
Sigma Phi Epsilon January 2014 - May 2014
Burkenroad Reports November 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Three Court, LP June 2012 - August 2012
Skills
Investments, Portfolio Management, Finance, Financial Modeling, Equity Research, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Economics, Corporate Finance, Data Analysis, Banking, People Skills, Captain of High School...
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance and Business Law, 3.62 GPA
Ridgefield High School 2008 — 2011
Kenneth Li's Rothschild Experience August 2014 - September 2014
Job Investment Banking Summer Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2015 - Present
Rothschild August 2014 - September 2014
BlackRock June 2014 - July 2014
Bank of China June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Financial Modeling, Microsoft Word, Mandarin, Corporate Finance, Investment Banking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
St. Joseph's College
UBS Investment Bank April 2015 - Present
Rothschild August 2014 - September 2014
BlackRock June 2014 - July 2014
Bank of China June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Financial Modeling, Microsoft Word, Mandarin, Corporate Finance, Investment Banking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
St. Joseph's College
R. Blake Murphy R. Blake Murphy's Rothschild Experience 2001 - 2003
Job Managing Director at Finacity Corporation
Industry Investment Banking
Experience
Finacity Corporation July 2015 - Present
Innoventure Partners January 2013 - Present
ED&F MAN Capital Markets Inc. 2014 - 2015
TAG Access Partners, LLC 2011 - 2015
Seaport Securities Corp 2013 - 2014
Cohen & Company 2008 - 2011
Lehman Brothers 2006 - September 2008
Fortis Bank / Fortis Securities 2003 - 2006
Rothschild 2001 - 2003
Bear Stearns & Company 1992 - 2001
Skills
Capital Markets, Structured Products, Fixed Income, Structured Finance, Private Equity, Hedge Funds, Investment Banking, Financial Structuring, Bonds, Alternative Investments, Securitization, Financial Markets, Corporate Finance, Derivatives, Asset Managment, Project Finance, Venture Capital, Emerging Markets, Insurance Linked..., Private Placements
Education
University of Arkansas at Fayetteville 1977 — 1981
Finacity Corporation July 2015 - Present
Innoventure Partners January 2013 - Present
ED&F MAN Capital Markets Inc. 2014 - 2015
TAG Access Partners, LLC 2011 - 2015
Seaport Securities Corp 2013 - 2014
Cohen & Company 2008 - 2011
Lehman Brothers 2006 - September 2008
Fortis Bank / Fortis Securities 2003 - 2006
Rothschild 2001 - 2003
Bear Stearns & Company 1992 - 2001
Skills
Capital Markets, Structured Products, Fixed Income, Structured Finance, Private Equity, Hedge Funds, Investment Banking, Financial Structuring, Bonds, Alternative Investments, Securitization, Financial Markets, Corporate Finance, Derivatives, Asset Managment, Project Finance, Venture Capital, Emerging Markets, Insurance Linked..., Private Placements
Education
University of Arkansas at Fayetteville 1977 — 1981
Razi Zaidi's Rothschild Experience June 2015 - August 2015
Job Summer Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild June 2015 - August 2015
Riverbrook Capital September 2014 - February 2015
Nuon Ventures June 2014 - September 2014
Space Angels Network June 2014 - September 2014
Neural Analytics March 2014 - July 2014
Venice Family Clinic March 2014 - July 2014
UCLA Neurosurgery Research Lab February 2014 - June 2014
UCLA Stroke Research Lab December 2011 - March 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Statistics, Research, PowerPoint, Public Speaking, Data Analysis, Investment Banking, Teamwork, Finance, Financial Analysis, Mergers, Financial Modeling
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Neuroscience
Rothschild June 2015 - August 2015
Riverbrook Capital September 2014 - February 2015
Nuon Ventures June 2014 - September 2014
Space Angels Network June 2014 - September 2014
Neural Analytics March 2014 - July 2014
Venice Family Clinic March 2014 - July 2014
UCLA Neurosurgery Research Lab February 2014 - June 2014
UCLA Stroke Research Lab December 2011 - March 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Statistics, Research, PowerPoint, Public Speaking, Data Analysis, Investment Banking, Teamwork, Finance, Financial Analysis, Mergers, Financial Modeling
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Neuroscience
Jonathan He's Rothschild Experience July 2014 - Present
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild July 2014 - Present
Rothschild June 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Finance and Accounting
Rothschild July 2014 - Present
Rothschild June 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Finance and Accounting
Jason Xiahou Jason Xiahou's Rothschild Experience June 2012 - August 2012
Job Private Equity Associate at Francisco Partners
Industry Investment Banking
Experience
Francisco Partners July 2015 - Present
Morgan Stanley June 2013 - July 2015
Rothschild June 2012 - August 2012
Skills
Analytical Skills, Strategy, Financial Modeling, Data Analysis, Venture Capital, Restructuring, Investment Banking, Valuation, Capital IQ, Corporate Finance, LBO, Mergers, Bloomberg, PowerPoint, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics with Concentrations in Finance and Operations, Minor in Computer Science
Troy Athens High School 2005 — 2009
Francisco Partners July 2015 - Present
Morgan Stanley June 2013 - July 2015
Rothschild June 2012 - August 2012
Skills
Analytical Skills, Strategy, Financial Modeling, Data Analysis, Venture Capital, Restructuring, Investment Banking, Valuation, Capital IQ, Corporate Finance, LBO, Mergers, Bloomberg, PowerPoint, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics with Concentrations in Finance and Operations, Minor in Computer Science
Troy Athens High School 2005 — 2009
Jack Menkes Jack Menkes's Rothschild Experience July 2015 - Present
Job Analyst at Rothschild
Industry Financial Services
Experience
Rothschild July 2015 - Present
Rothschild June 2014 - August 2014
Klass Capital Corporation May 2012 - July 2013
ForestHillHockeyAssociation September 2006 - April 2011
Skills
Microsoft Office, Time Management, Organization, Event Planning, Leadership, Data Analysis, Economics
Education
University of Pennsylvania 2011 — 2015
Dual-Degree, B.S. in Economics (Wharton), B.A. in Economics (College of Arts and Sciences)
The York School 1999 — 2011
International Baccalaureate and Ontario Secondary School Diploma
Rothschild July 2015 - Present
Rothschild June 2014 - August 2014
Klass Capital Corporation May 2012 - July 2013
ForestHillHockeyAssociation September 2006 - April 2011
Skills
Microsoft Office, Time Management, Organization, Event Planning, Leadership, Data Analysis, Economics
Education
University of Pennsylvania 2011 — 2015
Dual-Degree, B.S. in Economics (Wharton), B.A. in Economics (College of Arts and Sciences)
The York School 1999 — 2011
International Baccalaureate and Ontario Secondary School Diploma
Charlie Serota Charlie Serota's Rothschild Experience June 2015 - August 2015
Job Student at the Wharton School, University of Pennsylvania
Industry Investment Management
Experience
Rothschild June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Longview Asset Management Ltd. May 2013 - August 2013
Fishman Public Relations June 2012 - August 2012
Hu-Friedy Mfg. Co., LLC January 2012 - June 2012
Henry Schein June 2011 - June 2011
Skills
Leadership, Social Media Marketing, Marketing, Microsoft Excel, PowerPoint, Public Speaking, Public Relations, Data Analysis, Entrepreneurship, Social Media, Teamwork, Microsoft Office
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (BS), Economics
Glenbrook North High School 2008 — 2012
Wharton: Leadership in the Business World, Class of 2011 2011 — 2011
Summer Program, Finance, Operations in Management, Entrepreneurship, and Marketing
Rothschild June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Longview Asset Management Ltd. May 2013 - August 2013
Fishman Public Relations June 2012 - August 2012
Hu-Friedy Mfg. Co., LLC January 2012 - June 2012
Henry Schein June 2011 - June 2011
Skills
Leadership, Social Media Marketing, Marketing, Microsoft Excel, PowerPoint, Public Speaking, Public Relations, Data Analysis, Entrepreneurship, Social Media, Teamwork, Microsoft Office
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (BS), Economics
Glenbrook North High School 2008 — 2012
Wharton: Leadership in the Business World, Class of 2011 2011 — 2011
Summer Program, Finance, Operations in Management, Entrepreneurship, and Marketing
Ivo Voynov Ivo Voynov's Rothschild Experience August 2009 - Present
Job Vice President, Investment Banking at Rothschild Inc.
Industry Investment Banking
Experience
Rothschild August 2009 - Present
Tradebot Systems January 2005 - June 2007
Skills
Investment Banking, Equities, Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Private Equity, Capital Markets, LBO, Due Diligence, Financial Analysis, Bloomberg, M&A experience, Investments, Hedge Funds, Emerging Markets, Corporate Development, Fixed Income, Venture Capital, Derivatives, Equity Research, Business Valuation, Leveraged Finance, Mergers, Competitive Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
University of Kansas 2001 — 2004
Bachelor of Science in Finance
Rothschild August 2009 - Present
Tradebot Systems January 2005 - June 2007
Skills
Investment Banking, Equities, Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Private Equity, Capital Markets, LBO, Due Diligence, Financial Analysis, Bloomberg, M&A experience, Investments, Hedge Funds, Emerging Markets, Corporate Development, Fixed Income, Venture Capital, Derivatives, Equity Research, Business Valuation, Leveraged Finance, Mergers, Competitive Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
University of Kansas 2001 — 2004
Bachelor of Science in Finance
Ante Kusurin Ante Kusurin's Rothschild Experience July 2010 - September 2011
Job Associate, One Equity Partners
Industry Venture Capital & Private Equity
Experience
One Equity Partners October 2011 - Present
Rothschild July 2010 - September 2011
Rothschild September 2009 - March 2010
Tideway Scullers School 2009 - 2010
Newton Investment Management July 2009 - September 2009
Croatian Olympic Rowing Team May 2000 - March 2009
Oxford University Boat Club 2008 - 2009
Said Business School 2008 - 2009
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Equities, Financial Analysis, Investments, Mergers, Emerging Markets, LBO, Mergers & Acquisitions
Education
University of Oxford - Said Business School 2008 — 2009
MBA, Finance
University of Oxford 2006 — 2007
M.Sc Water Science Policy and Management, PPP
University of Washington 2001 — 2006
Finance, BBA
One Equity Partners October 2011 - Present
Rothschild July 2010 - September 2011
Rothschild September 2009 - March 2010
Tideway Scullers School 2009 - 2010
Newton Investment Management July 2009 - September 2009
Croatian Olympic Rowing Team May 2000 - March 2009
Oxford University Boat Club 2008 - 2009
Said Business School 2008 - 2009
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Equities, Financial Analysis, Investments, Mergers, Emerging Markets, LBO, Mergers & Acquisitions
Education
University of Oxford - Said Business School 2008 — 2009
MBA, Finance
University of Oxford 2006 — 2007
M.Sc Water Science Policy and Management, PPP
University of Washington 2001 — 2006
Finance, BBA
Jonathan Dow Jonathan Dow's Rothschild Experience September 1988 - November 1999
Job GMO
Industry Investment Management
Experience
GMO October 2014 - Present
Rogge Global Partners Asia Pte. Ltd August 2007 - September 2014
Rogge Global Partners Inc. November 1999 - July 2007
Rothschild September 1988 - November 1999
Skills
CFA, Investment Management, High Yield, Chartered Financial..., Bonds, Institutional..., Alternative Investments, Derivatives, Financial Markets, Private Equity, Emerging Markets, Hedge Funds
Education
The University of Birmingham 1985 — 1988
Bachelor of Commerce (B.Com.)
GMO October 2014 - Present
Rogge Global Partners Asia Pte. Ltd August 2007 - September 2014
Rogge Global Partners Inc. November 1999 - July 2007
Rothschild September 1988 - November 1999
Skills
CFA, Investment Management, High Yield, Chartered Financial..., Bonds, Institutional..., Alternative Investments, Derivatives, Financial Markets, Private Equity, Emerging Markets, Hedge Funds
Education
The University of Birmingham 1985 — 1988
Bachelor of Commerce (B.Com.)
Josh Flowers's Rothschild Experience August 2001 - January 2014
Job Chief Financial Officer at CARD.com
Industry Investment Banking
Experience
CARD.com January 2014 - Present
Rothschild August 2001 - January 2014
Pine Ventures June 2000 - December 2000
Goldman Sachs July 1998 - June 2000
Skills
Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1998
CARD.com January 2014 - Present
Rothschild August 2001 - January 2014
Pine Ventures June 2000 - December 2000
Goldman Sachs July 1998 - June 2000
Skills
Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Jeremy Fox-Geen's Rothschild Experience 2000 - 2002
Job Managing Director at PwC
Industry Financial Services
Experience
PwC 2013 - Present
Citi 2011 - 2013
McKinsey & Company 2004 - 2011
Rothschild 2000 - 2002
Robert Fleming 1995 - 2000
Skills
Strategy, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Financial Services, Banking, Equities, Business Transformation, Strategic Planning, Performance Management, Management Consulting, Corporate Development, Valuation, Finance Transformation
Education
Oxford
MA, Mathematics & Philosophy
PwC 2013 - Present
Citi 2011 - 2013
McKinsey & Company 2004 - 2011
Rothschild 2000 - 2002
Robert Fleming 1995 - 2000
Skills
Strategy, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Financial Services, Banking, Equities, Business Transformation, Strategic Planning, Performance Management, Management Consulting, Corporate Development, Valuation, Finance Transformation
Education
Oxford
MA, Mathematics & Philosophy
Charles Delo's Rothschild Experience February 2013 - Present
Job
Industry Investment Banking
Experience
Rothschild February 2013 - Present
Rothschild October 2010 - February 2013
Ernst & Young September 2007 - October 2010
Helius Energy Plc April 2009 - September 2009
Wyeth Pharmaceuticals 2003 - 2006
Ernst & YoungLondon June 2005 - August 2005
Education
Institute of Chartered Accountants of Scotland 2007 — 2010
Chartered Accountant
University of Nottingham 2003 — 2006
Bsc Hons
Royal Grammar School, High Wycombe 1997 — 2003
Rothschild February 2013 - Present
Rothschild October 2010 - February 2013
Ernst & Young September 2007 - October 2010
Helius Energy Plc April 2009 - September 2009
Wyeth Pharmaceuticals 2003 - 2006
Ernst & YoungLondon June 2005 - August 2005
Education
Institute of Chartered Accountants of Scotland 2007 — 2010
Chartered Accountant
University of Nottingham 2003 — 2006
Bsc Hons
Royal Grammar School, High Wycombe 1997 — 2003
Atticus Lyon's Rothschild Experience August 2000 - October 2002
Job Entrepreneur
Industry Design
Experience
Atticus Paper April 2011 - February 2015
The French Farm January 2014 - April 2014
Atticus Home January 2002 - December 2013
Rothschild August 2000 - October 2002
Enron May 2000 - June 2000
Azurix Corporation January 1999 - May 2000
Enron January 1997 - December 1998
Brown & Root July 1996 - December 1997
Trafalgar House Offshore Holdings Limited January 1994 - December 1995
Skills
Marketing, Sales, Marketing Strategy, Retail, Start-ups, Entrepreneurship, New Business Development, Strategic Planning, Business Strategy, Product Development, Sales Management, E-commerce, Corporate Finance, Supply Chain Management, Warehouse Management, Product Design, Financial Accounting, Tabletop, Gifts, Stationery, Hospitality, Food, Housewares, Gourmet
Education
University of Houston 1988 — 1993
Bachelor of Science (B.S.), Economics, Honors
Atticus Paper April 2011 - February 2015
The French Farm January 2014 - April 2014
Atticus Home January 2002 - December 2013
Rothschild August 2000 - October 2002
Enron May 2000 - June 2000
Azurix Corporation January 1999 - May 2000
Enron January 1997 - December 1998
Brown & Root July 1996 - December 1997
Trafalgar House Offshore Holdings Limited January 1994 - December 1995
Skills
Marketing, Sales, Marketing Strategy, Retail, Start-ups, Entrepreneurship, New Business Development, Strategic Planning, Business Strategy, Product Development, Sales Management, E-commerce, Corporate Finance, Supply Chain Management, Warehouse Management, Product Design, Financial Accounting, Tabletop, Gifts, Stationery, Hospitality, Food, Housewares, Gourmet
Education
University of Houston 1988 — 1993
Bachelor of Science (B.S.), Economics, Honors
Amr Refaat's Rothschild Experience June 2008 - August 2008
Job Student at University of Pennsylvania
Industry Financial Services
Experience
Rothschild June 2008 - August 2008
Education
University of Pennsylvania
Bachelor of Science (B.S.)/Bachelor of Arts, Mechanical Engineering/Economics
Rothschild June 2008 - August 2008
Education
University of Pennsylvania
Bachelor of Science (B.S.)/Bachelor of Arts, Mechanical Engineering/Economics
Pratt, Simon's Rothschild Experience Vice President M&A, Power/ Utilities & InfrastructureRothschild IncOctober 2008 - December 2013
Job Director at Rothschild
Industry Investment Banking
Experience
Rothschild Vice President M&A, Power/ Utilities & InfrastructureRothschild IncOctober 2008 - December 2013
N M Rothschild & Sons August 2003 - September 2008
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Due Diligence, M&A experience, Financial Analysis, Management, Mergers
Education
London School of Economics and Political Science 2002 — 2003
MSc Economics
University of Oxford 1996 — 2000
Bachelor's degree, Philosophy, Politics, and Economics
Rothschild Vice President M&A, Power/ Utilities & InfrastructureRothschild IncOctober 2008 - December 2013
N M Rothschild & Sons August 2003 - September 2008
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Due Diligence, M&A experience, Financial Analysis, Management, Mergers
Education
London School of Economics and Political Science 2002 — 2003
MSc Economics
University of Oxford 1996 — 2000
Bachelor's degree, Philosophy, Politics, and Economics
Tiffanie Suen's Rothschild Experience July 2004 - October 2008
Job TriRing Capital LLC
Industry Financial Services
Experience
Tri-Ring Capital LLC October 2008 - Present
Rothschild July 2004 - October 2008
Education
Wharton School, University of Pennsylvania 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
Tri-Ring Capital LLC October 2008 - Present
Rothschild July 2004 - October 2008
Education
Wharton School, University of Pennsylvania 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
Frenkel, Marc's Rothschild Experience Analyst, RestructuringRothschildJuly 2007 - Present
Job Analyst, Restructuring at Rothschild
Industry Financial Services
Experience
Rothschild Analyst, RestructuringRothschildJuly 2007 - Present
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science, Economics - Finance
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics - Finance
Rothschild Analyst, RestructuringRothschildJuly 2007 - Present
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science, Economics - Finance
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics - Finance
Faridah Jivani Shah's Rothschild Experience September 2014 - Present
Job Campus Recruiter/HR Generalist, M&A and Restructuring at Rothschild
Industry Human Resources
Experience
Rothschild September 2014 - Present
Barclays Investment Bank February 2013 - September 2014
Barclays Investment Bank June 2012 - February 2013
UniCreditBank May 2012 - July 2012
The New School September 2009 - May 2012
SUNY Albany 2002 - 2004
Skills
Recruiting, Human Resources, Organizational..., Strategic Planning, Leadership Development, Microsoft Office, Career Development, PeopleSoft, Program Management, Career Counseling, Talent Acquisition, College Recruiting, Staff Development, Research, Budgets, Event Planning, Sourcing, Screening Resumes, Project Planning, Microsoft Excel, Interviews, Payroll, Applicant Tracking..., Job Descriptions, Performance Management, Training, Personnel Management, Graduate Recruitment, Building Relationships, Team Building, Process Improvement, Program Development, Project Management, Management
Education
University at Albany 2002 — 2004
M.S., Higher Education Administration and Policy Studies
University at Albany
Bachelor of Arts (B.A.), Communications
Rothschild September 2014 - Present
Barclays Investment Bank February 2013 - September 2014
Barclays Investment Bank June 2012 - February 2013
UniCreditBank May 2012 - July 2012
The New School September 2009 - May 2012
SUNY Albany 2002 - 2004
Skills
Recruiting, Human Resources, Organizational..., Strategic Planning, Leadership Development, Microsoft Office, Career Development, PeopleSoft, Program Management, Career Counseling, Talent Acquisition, College Recruiting, Staff Development, Research, Budgets, Event Planning, Sourcing, Screening Resumes, Project Planning, Microsoft Excel, Interviews, Payroll, Applicant Tracking..., Job Descriptions, Performance Management, Training, Personnel Management, Graduate Recruitment, Building Relationships, Team Building, Process Improvement, Program Development, Project Management, Management
Education
University at Albany 2002 — 2004
M.S., Higher Education Administration and Policy Studies
University at Albany
Bachelor of Arts (B.A.), Communications
Houston Duncan's Rothschild Experience July 2008 - July 2010
Job Vice President at Lantern Asset Management, LP
Industry Investment Management
Experience
Lantern Asset Management, LP September 2010 - Present
Rothschild July 2008 - July 2010
Skills
Restructuring, Real Estate, Asset Managment, Mergers, Investments, Mergers & Acquisitions, Asset Management, Commercial Real Estate, Investment Banking, Private Equity, Valuation, Capital Markets, Financial Modeling, Equities, Strategy
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Lantern Asset Management, LP September 2010 - Present
Rothschild July 2008 - July 2010
Skills
Restructuring, Real Estate, Asset Managment, Mergers, Investments, Mergers & Acquisitions, Asset Management, Commercial Real Estate, Investment Banking, Private Equity, Valuation, Capital Markets, Financial Modeling, Equities, Strategy
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Karan Wallia's Rothschild Experience June 2008 - June 2010
Job Sr. Business Development Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2015 - Present
Microsoft July 2014 - July 2015
Microsoft July 2013 - June 2014
Lazada August 2012 - September 2012
Grow-Trees.com (United Nations) June 2010 - August 2011
Rothschild June 2008 - June 2010
Deloitte & Touche May 2007 - July 2007
Skills
Financial Modeling, Strategy, Entrepreneurship, Business Strategy, New Business Development, Project Management, Valuation, Forecasting, Mergers & Acquisitions, Business Development, Analysis, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategy, Entrepreneurship, Managing People & Organizations
H.R.College (Mumbai University) 2005 — 2008
Bachelor of Commerce, Finance, General, Dean's list, Academic Excellence
Cathedral & John Connon School 1992 — 2003
ICSE, Business/Commerce, General, A
Microsoft July 2015 - Present
Microsoft July 2014 - July 2015
Microsoft July 2013 - June 2014
Lazada August 2012 - September 2012
Grow-Trees.com (United Nations) June 2010 - August 2011
Rothschild June 2008 - June 2010
Deloitte & Touche May 2007 - July 2007
Skills
Financial Modeling, Strategy, Entrepreneurship, Business Strategy, New Business Development, Project Management, Valuation, Forecasting, Mergers & Acquisitions, Business Development, Analysis, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategy, Entrepreneurship, Managing People & Organizations
H.R.College (Mumbai University) 2005 — 2008
Bachelor of Commerce, Finance, General, Dean's list, Academic Excellence
Cathedral & John Connon School 1992 — 2003
ICSE, Business/Commerce, General, A
Linda Zhao's Rothschild Experience July 2008 - July 2010
Job Director, Strategic Transformation at TMobile
Industry Telecommunications
Experience
T-Mobile August 2013 - Present
T-Mobile August 2012 - August 2013
T-Mobile August 2010 - August 2012
Rothschild July 2008 - July 2010
Skills
Financial Modeling, Strategy, Valuation, Restructuring, Investment Banking, Investments, Financial Analysis, Analysis, Cross-functional Team..., Competitive Analysis, Consumer Insight, Data Analysis, Market Research, Business Transformation, Customer Experience
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
T-Mobile August 2013 - Present
T-Mobile August 2012 - August 2013
T-Mobile August 2010 - August 2012
Rothschild July 2008 - July 2010
Skills
Financial Modeling, Strategy, Valuation, Restructuring, Investment Banking, Investments, Financial Analysis, Analysis, Cross-functional Team..., Competitive Analysis, Consumer Insight, Data Analysis, Market Research, Business Transformation, Customer Experience
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Jason Molina's Rothschild Experience September 2010 - August 2011
Job Financial Analyst at MundoFox
Industry Management Consulting
Experience
MundoFOX January 2013 - Present
De La Rosa & Co. 2013 - 2013
Business Training Solutions LLC (BTS) 2011 - 2012
Rothschild September 2010 - August 2011
Fulbright Program September 2010 - August 2011
Coro Northern California September 2009 - June 2010
National Defense University 2008 - 2008
Skills
Management Consulting, Investment Banking, Financial Statement..., Project Management, Market Research, Business Strategy, Performance Benchmarking, Financial Analysis, Mergers, Financial Modeling, Strategic Consulting, Corporate Finance, Market Analysis, Competitive Analysis, Economics, International Business..., Policy Analysis, Public Relations, Public Speaking, Microsoft Office, Spanish, Latin American Business, Mergers & Acquisitions, International Relations, Training
Education
University of California at Irvine 2005 — 2008
Economics B.A. / International Studies B.A. (honors)
Instituto Tecnológico Autónomo de México (ITAM) 2010 — 2011
MBA courses, Strategy and FInance
University of Michigan 2007 — 2007
Public Policy & International Affairs Summer Fellowship (PPIA)
MundoFOX January 2013 - Present
De La Rosa & Co. 2013 - 2013
Business Training Solutions LLC (BTS) 2011 - 2012
Rothschild September 2010 - August 2011
Fulbright Program September 2010 - August 2011
Coro Northern California September 2009 - June 2010
National Defense University 2008 - 2008
Skills
Management Consulting, Investment Banking, Financial Statement..., Project Management, Market Research, Business Strategy, Performance Benchmarking, Financial Analysis, Mergers, Financial Modeling, Strategic Consulting, Corporate Finance, Market Analysis, Competitive Analysis, Economics, International Business..., Policy Analysis, Public Relations, Public Speaking, Microsoft Office, Spanish, Latin American Business, Mergers & Acquisitions, International Relations, Training
Education
University of California at Irvine 2005 — 2008
Economics B.A. / International Studies B.A. (honors)
Instituto Tecnológico Autónomo de México (ITAM) 2010 — 2011
MBA courses, Strategy and FInance
University of Michigan 2007 — 2007
Public Policy & International Affairs Summer Fellowship (PPIA)
Alison Holmes's Rothschild Experience November 2013 - Present
Job Associate at Rothschild
Industry Investment Banking
Experience
Rothschild November 2013 - Present
Financo, LLC December 2011 - November 2013
Raymond James & Associates, Inc October 2010 - November 2011
America's Growth Capital December 2009 - October 2010
Jones Day July 2009 - December 2009
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Investments, Bloomberg, Financial Analysis, Mergers & Acquisitions, M&A experience
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science (B.S.)
Groton School 2001 — 2005
Rothschild November 2013 - Present
Financo, LLC December 2011 - November 2013
Raymond James & Associates, Inc October 2010 - November 2011
America's Growth Capital December 2009 - October 2010
Jones Day July 2009 - December 2009
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Investments, Bloomberg, Financial Analysis, Mergers & Acquisitions, M&A experience
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science (B.S.)
Groton School 2001 — 2005
Jason Hahn's Rothschild Experience June 2007 - August 2010
Job Director, Corporate Strategy & Business Development at Activision Blizzard
Industry Entertainment
Experience
Activision October 2014 - Present
J.P. Morgan September 2011 - October 2014
NBC Universal August 2010 - September 2011
Rothschild June 2007 - August 2010
Skills
Mergers, Leveraged Finance, Structured Finance, Equity Capital Markets, Corporate Development, Strategic Planning, Film Finance, Cable Networks, Digital Media, Content Acquisitions, Due Diligence, Sports Media, Broadcast Television, Film Studios, Joint Ventures, Private Equity, Venture Capital, Deal Execution, Valuation, Financial Modeling, Mergers & Acquisitions, Business Strategy, Corporate Finance, LBO, Emerging Markets
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Activision October 2014 - Present
J.P. Morgan September 2011 - October 2014
NBC Universal August 2010 - September 2011
Rothschild June 2007 - August 2010
Skills
Mergers, Leveraged Finance, Structured Finance, Equity Capital Markets, Corporate Development, Strategic Planning, Film Finance, Cable Networks, Digital Media, Content Acquisitions, Due Diligence, Sports Media, Broadcast Television, Film Studios, Joint Ventures, Private Equity, Venture Capital, Deal Execution, Valuation, Financial Modeling, Mergers & Acquisitions, Business Strategy, Corporate Finance, LBO, Emerging Markets
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Pete Boukouzis's Rothschild Experience October 2001 - August 2009
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2009 - Present
Rothschild October 2001 - August 2009
UBS Investment Bank 1998 - 2000
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Economics and Finance
University of Illinois at Urbana-Champaign
B.S., Chemical Engineering
BMO Capital Markets August 2009 - Present
Rothschild October 2001 - August 2009
UBS Investment Bank 1998 - 2000
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Economics and Finance
University of Illinois at Urbana-Champaign
B.S., Chemical Engineering
Stephen Toy's Rothschild Experience April 1996 - April 2000
Job Managing Director at WL Ross & Co. LLC
Industry Venture Capital & Private Equity
Experience
WL Ross & Co. LLC April 2000 - Present
Rothschild April 1996 - April 2000
O'Brien Partners Inc. June 1994 - April 1996
Skills
Private Equity, Mergers & Acquisitions, Restructuring, Investments, Management, Hedge Funds, Valuation, Alternative Investments, Capital Markets, LBO, Investment Banking, Due Diligence, Equities, Financial Modeling, Corporate Finance, Portfolio Management, Asset Management, Fixed Income, Series 7, Financial Analysis
Education
University at Albany, SUNY 1991 — 1994
BS, Business - Finance
WL Ross & Co. LLC April 2000 - Present
Rothschild April 1996 - April 2000
O'Brien Partners Inc. June 1994 - April 1996
Skills
Private Equity, Mergers & Acquisitions, Restructuring, Investments, Management, Hedge Funds, Valuation, Alternative Investments, Capital Markets, LBO, Investment Banking, Due Diligence, Equities, Financial Modeling, Corporate Finance, Portfolio Management, Asset Management, Fixed Income, Series 7, Financial Analysis
Education
University at Albany, SUNY 1991 — 1994
BS, Business - Finance
Thomas Christman's Rothschild Experience July 2006 - October 2007
Job Associate at Swift Realty Partners
Industry Real Estate
Experience
Swift Realty Partners July 2013 - Present
BBT Capital Management October 2007 - July 2011
Rothschild July 2006 - October 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
University of Virginia 2002 — 2006
BS
Swift Realty Partners July 2013 - Present
BBT Capital Management October 2007 - July 2011
Rothschild July 2006 - October 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
University of Virginia 2002 — 2006
BS
Jeremy Hirsch's Rothschild Experience July 2009 - June 2012
Job Head of Finance Major Food Group
Industry Investment Banking
Experience
Major Food Group August 2014 - Present
Hornet Property Investors, LLC October 2012 - Present
Karp Reilly June 2012 - July 2014
Rothschild July 2009 - June 2012
Rothschild June 2009 - August 2009
Skills
Financial Modeling, Client Interfacing, Investment Banking, CRM, Mergers & Acquisitions, Private Equity, Restaurants, Retail, Apparel, Equities, Venture Capital, Corporate Finance, Valuation, Hedge Funds, Corporate Development, M&A experience, Leveraged Finance
Education
Tufts University 2005 — 2009
BA, Psychology
Riverdale Country School 1992 — 2005
Diploma
Major Food Group August 2014 - Present
Hornet Property Investors, LLC October 2012 - Present
Karp Reilly June 2012 - July 2014
Rothschild July 2009 - June 2012
Rothschild June 2009 - August 2009
Skills
Financial Modeling, Client Interfacing, Investment Banking, CRM, Mergers & Acquisitions, Private Equity, Restaurants, Retail, Apparel, Equities, Venture Capital, Corporate Finance, Valuation, Hedge Funds, Corporate Development, M&A experience, Leveraged Finance
Education
Tufts University 2005 — 2009
BA, Psychology
Riverdale Country School 1992 — 2005
Diploma
Yahya Syed's Rothschild Experience June 2013 - August 2013
Job Investment Banking Analyst at Centerview Partners
Industry Financial Services
Experience
Centerview Partners July 2014 - Present
Rothschild June 2013 - August 2013
US Securities and Exchange Commission May 2012 - August 2012
John W. Loofbourrow Associates May 2011 - July 2011
Design Back Office July 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelors of Business Administration, Emphases in Finance and Accounting
Centerview Partners July 2014 - Present
Rothschild June 2013 - August 2013
US Securities and Exchange Commission May 2012 - August 2012
John W. Loofbourrow Associates May 2011 - July 2011
Design Back Office July 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelors of Business Administration, Emphases in Finance and Accounting
Bingnan Yang's Rothschild Experience 2007 - 2009
Job Mezzanine and special sits investment professional
Industry Financial Services
Experience
China Everbright Limited July 2015 - Present
BOC Group Investments August 2013 - July 2015
HSBC Global Banking and Markets July 2012 - August 2013
Rothschild 2007 - 2009
Deloitte & Touche June 2006 - September 2006
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Specialization in Finance and Banking
Tsinghua University 2003 — 2007
Bachelor, Accounting
China Everbright Limited July 2015 - Present
BOC Group Investments August 2013 - July 2015
HSBC Global Banking and Markets July 2012 - August 2013
Rothschild 2007 - 2009
Deloitte & Touche June 2006 - September 2006
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Specialization in Finance and Banking
Tsinghua University 2003 — 2007
Bachelor, Accounting
Gregory de Haydu's Rothschild Experience July 2008 - June 2011
Job Research Analyst at York Capital Management
Industry Investment Management
Experience
York Capital Management September 2013 - Present
Tennenbaum Capital Partners, LLC January 2013 - August 2013
Tennenbaum Capital Partners, LLC August 2011 - December 2012
Rothschild July 2008 - June 2011
Education
University of Pennsylvania
Bachelor of Science (B.Sc.), Finance, Accounting
York Capital Management September 2013 - Present
Tennenbaum Capital Partners, LLC January 2013 - August 2013
Tennenbaum Capital Partners, LLC August 2011 - December 2012
Rothschild July 2008 - June 2011
Education
University of Pennsylvania
Bachelor of Science (B.Sc.), Finance, Accounting
Arthur Peschansky's Rothschild Experience June 2011 - June 2013
Job MBA Candidate at the Wharton School
Industry Venture Capital & Private Equity
Experience
Serent Capital July 2013 - July 2015
Rothschild June 2011 - June 2013
Kaplan Test Prep 2010 - 2011
Kaplan Test Prep 2010 - 2011
Skills
Ninja Skills, Analytics, Data Analysis, Microsoft Word, Microsoft Excel, Investments, Business Strategy, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Due Diligence, Corporate Finance, PowerPoint, Equities
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Technology / Venture Capital / Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Dual Degree, Accounting & Finance (BBA), Spanish (BA)
Serent Capital July 2013 - July 2015
Rothschild June 2011 - June 2013
Kaplan Test Prep 2010 - 2011
Kaplan Test Prep 2010 - 2011
Skills
Ninja Skills, Analytics, Data Analysis, Microsoft Word, Microsoft Excel, Investments, Business Strategy, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Due Diligence, Corporate Finance, PowerPoint, Equities
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Technology / Venture Capital / Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Dual Degree, Accounting & Finance (BBA), Spanish (BA)
Alexis Veljkovic's Rothschild Experience October 2008 - March 2009
Job MBA Candidate at UCLA Anderson
Industry Financial Services
Experience
RR Donnelley September 2012 - March 2015
RR Donnelley March 2011 - September 2012
Bowne (acquired by RR Donnelley) July 2009 - February 2011
Rothschild October 2008 - March 2009
Mantovanibenne February 2008 - July 2008
CGGVeritas July 2006 - October 2006
Skills
Corporate Finance, Valuation, mergers, Financial Modeling, Financial Analysis, Microsoft Office, Bloomberg, FactSet, Capital IQ, Hyperion HFM, SAP, Mergers, Mergers & Acquisitions, Capital Markets, Forecasting, Due Diligence, Project Management
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Institut Supérieur de Gestion, School of Business Management 2004 — 2009
Master of Science in Management, Finance
Universidad Nacional de La Plata 2008 — 2008
Business management
RR Donnelley September 2012 - March 2015
RR Donnelley March 2011 - September 2012
Bowne (acquired by RR Donnelley) July 2009 - February 2011
Rothschild October 2008 - March 2009
Mantovanibenne February 2008 - July 2008
CGGVeritas July 2006 - October 2006
Skills
Corporate Finance, Valuation, mergers, Financial Modeling, Financial Analysis, Microsoft Office, Bloomberg, FactSet, Capital IQ, Hyperion HFM, SAP, Mergers, Mergers & Acquisitions, Capital Markets, Forecasting, Due Diligence, Project Management
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Institut Supérieur de Gestion, School of Business Management 2004 — 2009
Master of Science in Management, Finance
Universidad Nacional de La Plata 2008 — 2008
Business management
William Wang's Rothschild Experience 2006 - 2008
Job Vice President, Oaktree Capital Management, L.P.
Industry Investment Management
Experience
Oaktree Capital Management September 2013 - Present
The Wharton School August 2011 - May 2013
D.E. Shaw & Co. (Asia Pacific) Limited 2012 - 2012
Oaktree Capital Management August 2008 - June 2011
Rothschild 2006 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, LBO, Hedge Funds, Bloomberg, Capital IQ, DCF, Emerging Markets, Investments, Venture Capital
Education
Wharton Business School 2011 — 2013
MBA, Finance and Management
University of Virginia 2002 — 2006
Bachelor of Arts (BA), Economics
Oaktree Capital Management September 2013 - Present
The Wharton School August 2011 - May 2013
D.E. Shaw & Co. (Asia Pacific) Limited 2012 - 2012
Oaktree Capital Management August 2008 - June 2011
Rothschild 2006 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, LBO, Hedge Funds, Bloomberg, Capital IQ, DCF, Emerging Markets, Investments, Venture Capital
Education
Wharton Business School 2011 — 2013
MBA, Finance and Management
University of Virginia 2002 — 2006
Bachelor of Arts (BA), Economics
D. John Srivisal's Rothschild Experience July 2001 - May 2004
Job Partner at The Quinn Group LLC and Quinpario Partners LLC
Industry Venture Capital & Private Equity
Experience
The Quinn Group LLC and Quinpario Partners LLC July 2012 - Present
Quinpario Acquisition Corp. 2 September 2014 - Present
Quinpario Acquisition Corp. June 2013 - June 2014
Solutia Inc. January 2009 - July 2012
Solutia Inc. June 2004 - January 2009
Rothschild July 2001 - May 2004
Peter J. Solomon Company July 1999 - June 2001
Education
University of Pennsylvania - The Wharton School 1996 — 1999
BSc, Finance, Mathematics
John Burroughs School 1992 — 1996
St. Louis Country Day School 1988 — 1992
Chesterfield Montessori School
The Quinn Group LLC and Quinpario Partners LLC July 2012 - Present
Quinpario Acquisition Corp. 2 September 2014 - Present
Quinpario Acquisition Corp. June 2013 - June 2014
Solutia Inc. January 2009 - July 2012
Solutia Inc. June 2004 - January 2009
Rothschild July 2001 - May 2004
Peter J. Solomon Company July 1999 - June 2001
Education
University of Pennsylvania - The Wharton School 1996 — 1999
BSc, Finance, Mathematics
John Burroughs School 1992 — 1996
St. Louis Country Day School 1988 — 1992
Chesterfield Montessori School
Keyur Patel's Rothschild Experience June 2011 - August 2011
Job Investment Banking Analyst, Mergers & Acquisitions at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2013 - Present
Lear Corporation May 2012 - November 2013
Rothschild June 2011 - August 2011
BCMS Corporate June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Bloomberg, Mergers & Acquisitions, Investment Banking, Corporate Finance, ThomsonOne, Capital IQ, VBA, Hyperion HFM, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
RBC Capital Markets November 2013 - Present
Lear Corporation May 2012 - November 2013
Rothschild June 2011 - August 2011
BCMS Corporate June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Bloomberg, Mergers & Acquisitions, Investment Banking, Corporate Finance, ThomsonOne, Capital IQ, VBA, Hyperion HFM, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Joseph Roth's Rothschild Experience June 2008 - December 2009
Job Associate at Prospect Capital Management
Industry Venture Capital & Private Equity
Experience
Prospect Capital March 2013 - Present
Solaia Capital Advisors LLC May 2011 - March 2013
Citadel Securities December 2009 - May 2011
Rothschild June 2008 - December 2009
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration
Prospect Capital March 2013 - Present
Solaia Capital Advisors LLC May 2011 - March 2013
Citadel Securities December 2009 - May 2011
Rothschild June 2008 - December 2009
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration
James Ben's Rothschild Experience September 2013 - Present
Job Managing Director at Rothschild
Industry Investment Banking
Experience
Rothschild September 2013 - Present
Barclays September 2008 - September 2013
Lehman Brothers April 2000 - September 2008
Sullivan & Cromwell LLP September 1998 - April 2000
Bingham McCutchen September 1997 - September 1998
Education
University of Miami School of Law 1994 — 1997
Doctor of Law (JD)
University of New Hampshire - Whittemore School of Business and Economics
B.S.
Rothschild September 2013 - Present
Barclays September 2008 - September 2013
Lehman Brothers April 2000 - September 2008
Sullivan & Cromwell LLP September 1998 - April 2000
Bingham McCutchen September 1997 - September 1998
Education
University of Miami School of Law 1994 — 1997
Doctor of Law (JD)
University of New Hampshire - Whittemore School of Business and Economics
B.S.
Alex Jacobs's Rothschild Experience June 2013 - August 2013
Job Productivity Finance Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
University of Michigan Ross School of Business August 2013 - April 2014
Nova Capital Management February 2014 - March 2014
Rothschild June 2013 - August 2013
Obama for America June 2012 - November 2012
Palm Ventures June 2011 - August 2011
Foundation Source May 2010 - August 2010
The Office of Senator Charles E. Schumer July 2009 - August 2009
Eric Gioia for Public Advocate of NYC July 2009 - August 2009
Lowey for Congress September 2008 - October 2008
Skills
PowerPoint, Excel, Word, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
BBA
University of Michigan 2010 — 2014
BBA
Byram Hills High School 2006 — 2010
Citi June 2014 - Present
University of Michigan Ross School of Business August 2013 - April 2014
Nova Capital Management February 2014 - March 2014
Rothschild June 2013 - August 2013
Obama for America June 2012 - November 2012
Palm Ventures June 2011 - August 2011
Foundation Source May 2010 - August 2010
The Office of Senator Charles E. Schumer July 2009 - August 2009
Eric Gioia for Public Advocate of NYC July 2009 - August 2009
Lowey for Congress September 2008 - October 2008
Skills
PowerPoint, Excel, Word, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
BBA
University of Michigan 2010 — 2014
BBA
Byram Hills High School 2006 — 2010
Emil Giliotti Jr.'s Rothschild Experience August 2013 - Present
Job Restructuring
Industry Investment Banking
Experience
Rothschild August 2013 - Present
Navigant Capital Advisors May 2011 - July 2013
AEA Investors LP June 2006 - March 2009
Lehman Brothers May 2002 - June 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Private Equity, Investment Banking, Mutual Funds, Corporate Finance, Valuation, Due Diligence, Financial Modeling, LBO, Mergers, Financial Analysis, Leveraged Finance
Education
International University of Monaco 2010 — 2011
MBA, Applied Finance
SUNY Albany 1997 — 2001
BA, Economics
Rothschild August 2013 - Present
Navigant Capital Advisors May 2011 - July 2013
AEA Investors LP June 2006 - March 2009
Lehman Brothers May 2002 - June 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Private Equity, Investment Banking, Mutual Funds, Corporate Finance, Valuation, Due Diligence, Financial Modeling, LBO, Mergers, Financial Analysis, Leveraged Finance
Education
International University of Monaco 2010 — 2011
MBA, Applied Finance
SUNY Albany 1997 — 2001
BA, Economics
Brittany Williams's Rothschild Experience July 2014 - December 2014
Job Account Manager at Laird + Partners
Industry Marketing and Advertising
Experience
Rothschild July 2014 - December 2014
Houlihan Lokey June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Management
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Finance and Business Management
Mount Pisgah Christian School
Rothschild July 2014 - December 2014
Houlihan Lokey June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Management
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Finance and Business Management
Mount Pisgah Christian School
Aryadita Balakrishnan's Rothschild Experience Investment Banking Summer AnalystRothschildJune 2015 - Present
Job Student at Tufts University
Industry Capital Markets
Experience
Rothschild Investment Banking Summer AnalystRothschildJune 2015 - Present
Ministry of External Affairs of India June 2014 - August 2014
Skills
Poetry, Diplomacy, Negotiation, Nanotechnology, Public Speaking, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Editing, International Relations, Bloomberg, FactSet
Education
Tufts University 2013 — 2017
Bachelor's degree, International Relations and Economics
Jamanabai Narsee School 2002 — 2013
Rothschild Investment Banking Summer AnalystRothschildJune 2015 - Present
Ministry of External Affairs of India June 2014 - August 2014
Skills
Poetry, Diplomacy, Negotiation, Nanotechnology, Public Speaking, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Editing, International Relations, Bloomberg, FactSet
Education
Tufts University 2013 — 2017
Bachelor's degree, International Relations and Economics
Jamanabai Narsee School 2002 — 2013
Marisa Tuchinsky Gadlin's Rothschild Experience 2002 - 2004
Job Vice President, Acquisitions at Paramount Group, Inc.
Industry Real Estate
Experience
Paramount Group, Inc. February 2006 - Present
Tishman Speyer 2004 - 2006
Rothschild 2002 - 2004
Skills
Disposition, Real Estate Economics
Education
Wharton School, University of Pennsylvania 1998 — 2002
Bachelor of Science (BS), Finance, General
Paramount Group, Inc. February 2006 - Present
Tishman Speyer 2004 - 2006
Rothschild 2002 - 2004
Skills
Disposition, Real Estate Economics
Education
Wharton School, University of Pennsylvania 1998 — 2002
Bachelor of Science (BS), Finance, General
Matteo Parenti's Rothschild Experience July 2012 - Present
Job M&A Associate at Rothschild
Industry Investment Banking
Experience
Rothschild July 2012 - Present
Skills
Investment Banking, LBO, Valuation, Private Equity, M&A experience, Corporate Finance, Financial Modeling, Bloomberg, Emerging Markets, Capital Markets, DCF, Business Valuation, Equities, Equity Research, Mergers & Acquisitions
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
Bachelor's degree, Economics
The University of Hong Kong
Exchange Semester
Sevenoaks School
International Baccalaureate
Rothschild July 2012 - Present
Skills
Investment Banking, LBO, Valuation, Private Equity, M&A experience, Corporate Finance, Financial Modeling, Bloomberg, Emerging Markets, Capital Markets, DCF, Business Valuation, Equities, Equity Research, Mergers & Acquisitions
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
Bachelor's degree, Economics
The University of Hong Kong
Exchange Semester
Sevenoaks School
International Baccalaureate
Jared Finegold's Rothschild Experience 2002 - 2003
Job Infiniti Medical
Industry Medical Devices
Experience
Infiniti Medical June 2004 - Present
Rothschild 2002 - 2003
Credit Suisse First Boston Technology Group May 2001 - August 2001
Credit Suisse First Boston Technology Group May 2000 - August 2000
Education
Wharton School, University of Pennsylvania 2000 — 2002
Master of Business Administration (MBA), Finance / Management
Wharton School, University of Pennsylvania 1997 — 2000
BSE, Finance / Management
La Jolla Country Day School 1993 — 1997
Infiniti Medical June 2004 - Present
Rothschild 2002 - 2003
Credit Suisse First Boston Technology Group May 2001 - August 2001
Credit Suisse First Boston Technology Group May 2000 - August 2000
Education
Wharton School, University of Pennsylvania 2000 — 2002
Master of Business Administration (MBA), Finance / Management
Wharton School, University of Pennsylvania 1997 — 2000
BSE, Finance / Management
La Jolla Country Day School 1993 — 1997
Scott McKay's Rothschild Experience May 2008 - June 2009
Job CLO / Leveraged Loan Portfolio Manager at Littlejohn & Co
Industry Financial Services
Experience
Littlejohn & Co February 2015 - Present
Redan Park Asset Management April 2013 - January 2015
Doral Leveraged Asset Management (Doral Bank) June 2009 - April 2013
Rothschild May 2008 - June 2009
Bear Stearns June 2006 - May 2008
United States Air Force May 2001 - May 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Portfolio Management, Investment Banking, Finance, Corporate Finance, Leveraged Finance, Fixed Income, Financial Analysis, Capital Markets, Valuation, Investments, Financial Modeling, Asset Management, Management
Education
University of Southern California - Marshall School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
United States Air Force Academy 1996 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Bellarmine College Prep 1992 — 1996
Littlejohn & Co February 2015 - Present
Redan Park Asset Management April 2013 - January 2015
Doral Leveraged Asset Management (Doral Bank) June 2009 - April 2013
Rothschild May 2008 - June 2009
Bear Stearns June 2006 - May 2008
United States Air Force May 2001 - May 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Portfolio Management, Investment Banking, Finance, Corporate Finance, Leveraged Finance, Fixed Income, Financial Analysis, Capital Markets, Valuation, Investments, Financial Modeling, Asset Management, Management
Education
University of Southern California - Marshall School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
United States Air Force Academy 1996 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Bellarmine College Prep 1992 — 1996
Samuel Bass's Rothschild Experience July 2013 - March 2015
Job Entertainment Industries Group J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Rothschild July 2013 - March 2015
Goldman Sachs June 2012 - August 2012
iLEVEL Solutions June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
J.P. Morgan March 2015 - Present
Rothschild July 2013 - March 2015
Goldman Sachs June 2012 - August 2012
iLEVEL Solutions June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Gideon Volschenk's Rothschild Experience February 2012 - Present
Job Director at Rothschild
Industry Investment Banking
Experience
Rothschild February 2012 - Present
Rothschild 2000 - Present
Skills
Business Strategy, Cross-border M&A, International M&A, Mining, Mergers & Acquisitions, Capital Markets, Emerging Markets, Valuation, Project Finance, Equity Capital Markets, IPO, Capital Raising, Restructuring, Corporate Finance, Finance
Education
Pretoria Boys High School
High School
University of Cape Town
B. Bus. Sc (Hons), LL.B., Business Science and Law degrees
Rothschild February 2012 - Present
Rothschild 2000 - Present
Skills
Business Strategy, Cross-border M&A, International M&A, Mining, Mergers & Acquisitions, Capital Markets, Emerging Markets, Valuation, Project Finance, Equity Capital Markets, IPO, Capital Raising, Restructuring, Corporate Finance, Finance
Education
Pretoria Boys High School
High School
University of Cape Town
B. Bus. Sc (Hons), LL.B., Business Science and Law degrees